u.s. but the global economy is starting to certainly stabilize and get better. i would look for industrial-type names. look for banks. we need money need financials . i like the banks. energy, the shale gas story a big story in 2013. look for sectors like that to kind of outperform in the new year. >> finally, got to get this in. you are a foodie. you tweet out a daily recipe that i know i look forward to and have cooked some of the stuff you've put on this. you've tweeted at your handle. give us a perfect new year's eve, please, one that will prepare us for the looming fiscal cliff? >> you know, you're killing me with that. listen, i'll give you a great dessert. a coffee cream dessert. a great new year's eve dessert. it's simple to make, dark rum, espresso coffee, put it in a blender and then serve it in martini glasseses. put them in the fridge, let it get nice and cold. after your dinner, pull it out, put coffee beans on top, serve it. great dessert. martini grass, enlass. >> start with